Meridian-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "ALNY",
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "ITW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "VHT",
  null,
  null,
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  null,
  null,
  "RTX",
  "SPDW",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "UTHR",
  "VO",
  "VV",
  "VOE",
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "XLB",
  null,
  null,
  "VYM",
  "AVY",
  "SDY",
  "WM",
  "AEP",
  "VIGI",
  "AMZN",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "SO",
  null,
  null,
  "RDDT",
  "DIA",
  null,
  null,
  "DGRO",
  "BALL",
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "CRWD",
  "CVS",
  "RSP",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "NEE",
  "MDY",
  "GOOG",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 121
Total Value: 142522367
Accession Number: 0002032629-25-000004
Form Type: 13F-HR
CIK: meridian-financial
Manager Name: Meridian-Financial

Data Enrichment

64% identified

77 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $142.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C409

Shares:21.5K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$142.5M)

46137V241

Shares:25.5K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$142.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.9K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$142.5M)

78464A409

SPYG|78464A409

Shares:20.3K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$142.5M)

78464A847

Shares:29.9K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$142.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:16.4K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$142.5M)

922908595

VBK|922908595

Shares:5.8K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$142.5M)

78464A474

Shares:47.1K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$142.5M)

78464A300

Shares:15.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$142.5M)

922908611

VBR|922908611

Shares:5.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$142.5M)

97717W505

Shares:21.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$142.5M)

AMAZON COM INC

AMZN|023135106

Shares:5.2K

Value:$995.1K

% of Portfolio:0.7% ($995.1K/$142.5M)

92206C870

VCIT|92206C870

Shares:11.9K

Value:$976.1K

% of Portfolio:0.7% ($976.1K/$142.5M)

46138E354

Shares:13.0K

Value:$972.0K

% of Portfolio:0.7% ($972.0K/$142.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:14.5K

Value:$892.2K

% of Portfolio:0.6% ($892.2K/$142.5M)

132061201

Shares:13.7K

Value:$873.8K

% of Portfolio:0.6% ($873.8K/$142.5M)

464287705

IJJ|464287705

Shares:7.1K

Value:$854.8K

% of Portfolio:0.6% ($854.8K/$142.5M)

922908363

VOO|922908363

Shares:1.6K

Value:$826.8K

% of Portfolio:0.6% ($826.8K/$142.5M)

74348A467

Shares:7.7K

Value:$785.0K

% of Portfolio:0.6% ($785.0K/$142.5M)

81369Y886

Shares:9.8K

Value:$771.2K

% of Portfolio:0.5% ($771.2K/$142.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C409)✕	21.5K	QoQ +5.92% (+1.2K) YoY +134.30% (+12.3K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$142.5M)	QoQ +7.19% (+$114.0K) YoY +139.26% (+$988.4K)
(cusip46137V241)✕	25.5K	QoQ +3.80% (+936) YoY +29.99% (+5.9K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$142.5M)	QoQ +2.73% (+$45.1K) YoY +42.72% (+$506.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.9K	QoQ -1.15% (-34) YoY -2.73% (-82)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$142.5M)	QoQ -5.65% (-$97.9K) YoY +4.02% (-$63.2K)
(SPYGcusip78464A409)	20.3K	QoQ +2.36% (-469) YoY +11.58% (+2.1K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$142.5M)	QoQ -6.39% (-$111.3K) YoY +22.60% (+$300.3K)
(cusip78464A847)✕	29.9K	QoQ +3.38% (-980) YoY +1.75% (-516)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$142.5M)	QoQ -3.24% (-$51.3K) YoY -2.36% (-$37.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	16.4K	QoQ +0.60% (-98) YoY -11.39% (-2.1K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$142.5M)	QoQ -9.22% (-$149.6K) YoY -39.72% (-$969.9K)
(VBKcusip922908595)	5.8K	QoQ +0.31% (-18) YoY -3.61% (-218)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$142.5M)	QoQ -9.82% (-$159.3K) YoY -6.92% (-$108.8K)
(cusip78464A474)✕	47.1K	QoQ +27.27% (+10.1K) YoY +76.10% (+20.4K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$142.5M)	QoQ +28.29% (+$312.7K) YoY +78.05% (+$621.4K)
(cusip78464A300)✕	15.0K	QoQ +2.63% (-385) YoY +22.82% (+2.8K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$142.5M)	QoQ -7.77% (-$99.0K) YoY +16.05% (+$162.6K)
(VBRcusip922908611)	5.9K	QoQ +2.86% (-164) YoY +12.07% (+635)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$142.5M)	QoQ -3.30% (-$37.6K) YoY +8.80% (+$88.9K)
(cusip97717W505)✕	21.4K	QoQ -0.87% (-188) YoY -9.03% (-2.1K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$142.5M)	QoQ -3.69% (-$40.6K) YoY -7.63% (-$87.5K)
AMAZON COM INC(AMZNcusip023135106)	5.2K	QoQ -0.38% (-20) YoY +5.52% (+274)	All Managers (Combined)	$995.1K	0.7% ($995.1K/$142.5M)	QoQ -13.60% (-$156.7K) YoY +11.30% (+$101.1K)
(VCITcusip92206C870)	11.9K	QoQ -3.67% (-456) YoY +17.64% (+1.8K)	All Managers (Combined)	$976.1K	0.7% ($976.1K/$142.5M)	QoQ -1.89% (-$18.8K) YoY +19.47% (+$159.1K)
(cusip46138E354)✕	13.0K	QoQ -0.75% (-99) YoY -4.38% (-597)	All Managers (Combined)	$972.0K	0.7% ($972.0K/$142.5M)	QoQ +5.93% (-$54.4K) YoY +8.45% (-$75.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	14.5K	QoQ -1.02% (-150) YoY -6.17% (-952)	All Managers (Combined)	$892.2K	0.6% ($892.2K/$142.5M)	QoQ +3.16% (-$27.4K) YoY +16.00% (-$123.1K)
(cusip132061201)✕	13.7K	QoQ +0.37% (-51) YoY +16.88% (+2.0K)	All Managers (Combined)	$873.8K	0.6% ($873.8K/$142.5M)	QoQ -6.47% (-$60.5K) YoY +1.77% (+$15.2K)
(IJJcusip464287705)	7.1K	QoQ +0.01% (-1) YoY +0.25% (+18)	All Managers (Combined)	$854.8K	0.6% ($854.8K/$142.5M)	QoQ -4.16% (-$37.2K) YoY +1.47% (+$12.4K)
(VOOcusip922908363)	1.6K	QoQ +21.80% (+288) YoY +91.77% (+770)	All Managers (Combined)	$826.8K	0.6% ($826.8K/$142.5M)	QoQ +16.17% (+$115.1K) YoY +105.03% (+$423.6K)
(cusip74348A467)✕	7.7K	QoQ -2.53% (-200) YoY +5.59% (+407)	All Managers (Combined)	$785.0K	0.6% ($785.0K/$142.5M)	QoQ +0.03% (-$294) YoY +6.40% (+$47.2K)
(cusip81369Y886)✕	9.8K	QoQ -2.56% (-258) YoY +21.45% (+1.7K)	All Managers (Combined)	$771.2K	0.5% ($771.2K/$142.5M)	QoQ +1.48% (-$11.3K) YoY +45.86% (+$242.5K)